I have worked in Financial Services in various client facing roles for 38 years and am a member of the Personal Finance Society with the appropriate Statement of Professional Standing. This requires a minimum standard of continuous professional development ensuring my advice remains current in the ever changing world of financial services.

I am proud to offer independent financial advice from the whole of market rather than being tied to certain companies/products and aim to offer excellent customer service and professionalism during long term client relationships.

With over 29 years experience as a Financial Adviser I am able to offer a wealth of knowledge and expertise including advice on Retirement Planning, Trust and Estate Planning, Investment and Savings and Family/Mortgage Protection.

As a potential client you can look forward to a relaxed initial face-to-face meeting at a place of your convenience which will be at my expense.

I will always advise in the clients’ best interest and will not undertake any work that work that would compromise this. I have recently declined to implement a solution requested by a client that, following discussion, we agreed was not cost-effective.

On a more personal note I have been married for 25 years and have four children. My wife Jackie works alongside me in our business in a compliance and admin role. My personal interests include travel, especially in our caravan and military history.